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Jennifer K. Sokira is editor and Walter J. Sokira is publisher of subscription service Focused Stock Research. Walt Sokira is also an entrepreneur, money manager, educator and public speaker. Walt earned his MBA from Kent State University. He currently teaches undergraduate and MBA courses at Case Western Reserve University's Weatherhead School of Management.
We will invest in the best ideas from the Focused Stock Research buy list. You can find more information on Focused Stock Research at https://fsr.bloomfire.com.
Our Focused Stock Equity Income model invests in common stocks, preferred stocks, MLPs and REITs. Stocks are evaluated using a blend of value and growth principles, however the main emphasis is yield. Therefore, the majority of this model's return is expected to come from the holdings high-yields. While seeking some appreciation potential the model assumes that the investment capital can be recovered over time as securities are sold. Simply, winners and losers will net-out.
Focused Stock Research is a multidimensional investment research and investment education solution that enables both new and experienced investors to make timely, better-informed decisions when investing in individual stocks. It provides a wealth of focused financial information, intelligently presented online, plus objective research, insightful commentary, price projections, and other insightful analysis.
1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.